VP, Financial Advisor
Wealth Enhancement Group(4 months ago)
About this role
A VP, Financial Advisor at Wealth Enhancement is a senior leadership role within a national wealth management firm focused on delivering personalized financial planning and investment management to client households. The position represents the firm’s planning-oriented, team-based approach and contributes to client retention and growth. This role is based in Summit, NJ and follows a hybrid, flexible work arrangement.
Required Skills
- Financial Planning
- Client Management
- Investment Management
- Prospecting
- Relationship Building
- Mentoring
- Compliance
- Communication
- Analytical Skills
- Lead Generation
Qualifications
- 4-year Degree (Business/Finance/Economics preferred)
- Series 65
- Series 7
- Series 66
- Certified Financial Planner (CFP)
- Insurance Licenses
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